Direct Indexing

The investment
strategy that lets
you drive.

Customize portfolios, skip fund fees*,
and help lower tax bills.

Enhance client outcomes when you use an investment strategy that goes beyond traditional ETFs and mutual funds. When you choose Direct Indexing with us, you’ll get access to curated institutional-grade indices, with lower costs, less barriers to entry, opportunities for tax optimization, and control over individual security holdings.

*Other fees may apply. Visit the Altruist Financial LLC Fee Schedule and the Altruist LLC Fee Schedule for additional information.

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Featured Webinar

Direct Indexing: Webinar
With Adam
Grealish

Watch the replay of our September 12th webinar Personalized Investing, Built for Advisors, featuring Head of Investments Adam Grealish and Product Marketer Nix Puri.

Explore our entire platform, custom built for RIAs.